York Bridge Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 2,526 shares of VTI stock, worth $675,730. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,526
Previous 1,511 67.17%
Holding current value
$675,730
Previous $271,000 77.86%
% of portfolio
0.12%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$187.53 - $204.18 $190,342 - $207,242
1,015 Added 67.17%
2,526 $0
Q3 2022

Oct 18, 2022
BUY
N/A
84 Added 5.89%
1,511 $271,000
Q2 2022

Jul 15, 2022
SELL
N/A
-97 Reduced 6.36%
1,427 $269,000
Q1 2022

Apr 15, 2022
BUY
N/A
298 Added 24.31%
1,524 $347,000
Q4 2021

Jan 19, 2022
SELL
N/A
-93 Reduced 7.05%
1,226 $296,000
Q3 2021

Oct 22, 2021
BUY
N/A
32 Added 2.49%
1,319 $293,000
Q2 2021

Jul 22, 2021
BUY
N/A
81 Added 6.72%
1,287 $287,000
Q1 2021

Apr 15, 2021
SELL
N/A
-107 Reduced 8.15%
1,206 $249,000
Q4 2020

Jan 19, 2021
BUY
N/A
1,313 New
1,313 $256,000
Q3 2019

Oct 21, 2019
SELL
N/A
-684 Closed
0 $0
Q2 2019

Jul 18, 2019
SELL
N/A
-521 Reduced 43.24%
684 $103,000
Q1 2019

May 09, 2019
SELL
N/A
-85 Reduced 6.59%
1,205 $174,000
Q4 2018

Feb 14, 2019
BUY
N/A
337 Added 35.36%
1,290 $165,000
Q2 2018

Aug 10, 2018
BUY
N/A
1 Added 0.11%
953 $134,000
Q4 2017

Feb 12, 2018
SELL
N/A
-25 Reduced 2.56%
952 $129,000
Q3 2017

Oct 27, 2017
SELL
N/A
-184 Reduced 15.85%
977 $127,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,161
1,161 $145,000

Others Institutions Holding VTI

# of Institutions
2,844
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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